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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Bussanmas is an Investment Advisor Representative registered with Principal Asset Management. Bret has been in the industry since October 17, 1995 and is licensed in 52 states and the District of Columbia. Bret has passed the Series 6, Series 7, Series 24, Series 51 and Series 66 exams. Bret has previously worked at Principal Securities, Inc., and has been employed at Principal Asset Management since March 2017. Bret is also affiliated with Principal Global Investors, LLC. Bret provides investment advice and services to a variety of clients, including individuals, corporations, and institutional investors. Bret specializes in asset allocation services, providing model portfolios, spread lending management and advice, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
03/22/2017 - Present
Principal Asset Management (Des Moines IA)
IA
10/18/1995 - 01/30/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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